SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.34M
3
+$704K
4
ECL icon
Ecolab
ECL
+$252K
5
OGN icon
Organon & Co
OGN
+$245K

Top Sells

1
+$871K
2
+$599K
3
+$589K
4
AXP icon
American Express
AXP
+$378K
5
ABT icon
Abbott
ABT
+$325K

Sector Composition

1 Healthcare 17.81%
2 Consumer Staples 16.22%
3 Technology 15.26%
4 Industrials 13.26%
5 Financials 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.25M 0.73%
55,605
+1,275
52
$2.9M 0.65%
50,921
-280
53
$2.9M 0.65%
55,170
-1,055
54
$2.89M 0.65%
49,105
-2,380
55
$2.87M 0.65%
38,937
+1,133
56
$2.74M 0.62%
48,048
-702
57
$2.57M 0.58%
56,553
-350
58
$2.54M 0.57%
167,454
-2,800
59
$2.52M 0.57%
11,493
+305
60
$2.39M 0.54%
9,820
-150
61
$2.3M 0.52%
12,207
-90
62
$2.17M 0.49%
+6,234
63
$2.03M 0.46%
30,303
+2,136
64
$1.82M 0.41%
9,761
-38
65
$1.6M 0.36%
23,958
+420
66
$1.49M 0.34%
5,108
+128
67
$1.48M 0.33%
9,566
-858
68
$1.38M 0.31%
6,585
-50
69
$1.37M 0.31%
21,885
-523
70
$1.34M 0.3%
+5,579
71
$1.3M 0.29%
15,612
-664
72
$1.24M 0.28%
5,280
+40
73
$1.21M 0.27%
4,970
+160
74
$1.17M 0.26%
13,765
-10,232
75
$1.17M 0.26%
7,524
+785
1 2
3
4 5